Financial Transaction Workflow
Frequently Asked Questions
View this document to read FAQ related to workflow in the Finance system.
Quick Guides
- Action List - Preferences
- Action List - Process Items
- Ad Hoc Route an E-Doc
- Delegate - Removing
- Delegate Approval of E-docs
- Delegate Model - Apply to Accounts
- Delegate Model - Create
Reference Guides
- Action List: Provides a complete overview of the Finance Action List, including location, layout and descriptions and how to set preferences.
- Finance: Creating Organization Review Workflow: Provides a complete overview of how Organization Review is used in the Finance System to add additional workflow after Fiscal Officer approval based on organization code and other qualifers.
Educational Sessions
Finance Workflow Part 2: Account Delegates and Organization Review webinar
- Held January 31, 2011
- Watch the recorded webinar here.
- View a PDF version of the presentation.
- View this supplemental transaction worfklow diagram.
- View this document type hierarchy chart.
Finance Workflow Part 1: EBS Roles webinar
- Held January 27, 2011
- Watch the recorded webinar here.
- View a PDF version of the presentation.
- View this document for financial role definitions as they relate to workflow.
- View this supplemental transaction workflow diagram.
Training Materials
- Set up Organization Reviewers and assign groups to define workflow at the unit level.
